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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,301 | $124,346+69.1% | $111,308+88.9% | $167,536+25.5% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 7.38% | 37.45%-30.1pp | 54.67%-47.3pp | 478.82%-471.4pp |
| Employer contribution / active EE | $19,057 | $3,437+454.4% | $2,732+597.6% | $4,839+293.8% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,948 | $10,621+31.3% | $7,965+75.1% | $12,315+13.3% |